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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,003 | $217,432-41.1% | $185,851-31.1% | $167,553-23.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.78% | 148.43%-137.6pp | 122.11%-111.3pp | 478.89%-468.1pp |
| Employer contribution / active EE | $21,667 | $5,874+268.8% | $5,168+319.2% | $4,840+347.7% |
| Participant deferral / active EE | $16,056 | $6,357+152.6% | $5,569+188.3% | $6,343+153.1% |
| Admin fee / account holder | $588 | $19,820-97.0% | $16,245-96.4% | $12,316-95.2% |